sun life milestone funds

For our entire … Sun Life Milestone Funds provide a simplified investment solution with a guaranteed maturity value that can help with your investment goals, even in turbulent markets. 00030144 | Sun Life Milestone Global Equity Fund | SLGI Asset Management Inc. On April 2, 2012, Sun Life Money Market Fund, McLean Budden Fixed Income Fund, Sun Life Milestone 2020 Fund and Sun Life Milestone 2030 Fund each acquired assets from terminating funds. These changes could have impacted past performance of these funds. The pie chart represents the target regional weights of the futures* contracts in the GEF. The median would be the fiftieth fund. The maturity date for a Sun Life Milestone Fund may be accelerated in certain circumstances, in which case an accelerated Guaranteed Value will be calculated. Sun Life Milestone 2035 Fund Certain mutual funds managed by the Manager (“SLGI Funds”) may have direct or indirect holdings in Sun Life Financial Inc. or its affiliates or other funds managed by Sun Life Global Investments (Canada) Inc., or its affiliates. It will take some time to update our websites, materials and forms and until that is complete, all references to Sun Life Global Investments (Canada) Inc. will mean SLGI Asset Management Inc. SUN LIFE MILESTONE GLOBAL EQUITY FUND (the Fund) DECISION. Watch Sun Life Global Investments' Portfolio Manger, Chhad Aul's Q2 2017 | Fund review: Sun Life Milestone Funds. Protection against downside risk is provided through option strategies to prevent the overall fund from extreme sudden drops in market value where the manager is unable to rebalance. In managing asset allocation portfolios, the team incorporates strategic asset allocation principles with tactical overlay management and a strong fund manager oversight process to add value and/or reduce risk to investor portfolios over time. The Sun Life Milestone Funds obtain global equity exposure through investment in the Sun Life Milestone Global Equity Fund (GEF). The top 10% of products in each product category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars, and the bottom 10% receive 1 star. of the investment fund. In addition, McLean Budden Fixed Income Fund changed its name to Sun Life MFS McLean Budden Canadian Bond Fund. With the convenience of paying one-time and an option to even add more to what you have initially saved, Sun FlexiDollar1 allows you to secure and build funds for a comfortable retirement. ]�tA��6��H��s_�-Zm��0�as��!�g��6��\�-��hI�5��(*��9�s��j��=B�u��u�;�2�S`XP�j��4a�氱�gR�� 5��ex�8>��O��GNMgD��e/�r��ի:�c��&��|�^1f�ٸ��o��L�9��ҥ3�..��厈J�2o��8p�H��*K��3|� ܷ ĘNn&��O��v��r-�M�c�ACq��ͬ��3K��kz�Vy�Ѓ>B�6D+i�� ~�H@]*��bʰ�s�쾈#5��4+�a4�ϓ]*?�>� ��+�3~�=��B�3tyݡ�jUz�7�=��p�t�ki�[�V�L�Uc��5��T��&gh; f��!�� 6L�,2^��\�A��o�9�*K��i��G and LONDON, July 1, 2020 /CNW/ - Sun Life Financial Inc. ("Sun Life") (TSX: SLF) (NYSE: SLF) today announced the completion of its majority stake acquisition of InfraRed Capital Partners ("InfraRed").. Headquartered in London, U.K., InfraRed is a global infrastructure and real estate manager.InfraRed advises institutional and pooled fund Clients on approximately … Ratings and/or ranking information is subject to change monthly. 2՚��S_,�� 5�_A��z��Y��^�2w��g� ��k�+�#T��K'��J��!ߏ�A5u�S��JZ]��SgǺ��l4��DN��Ub��- the Sun Life Milestone Funds, ("Sun Life", or the "guarantor") has agreed to pay the shortfall to the Sun Life Milestone Fund. Sun Life Milestone 2020 Fund - Series A Risk rating Sun Life Global Investments (Canada) Inc. has rated the volatility of this fund as Low. TORONTO, WELLESLEY, Mass. Sun Life Milestone Funds Provide a simplified investment solution with a guaranteed maturity value that can help with your investment goals, even in turbulent markets. Learn more about Sun Lifetime Advantage GIF The Sun Life Milestone Funds obtain global equity exposure through investment in the Sun Life Milestone Global Equity Fund (GEF). The Milestone Funds have a unique Guaranteed Value 1 that can provide peace of mind for investors. On an expiry-to-expiry basis, the GEF intends to achieve between 1.0 and 1.4 times the returns generated by these market indices. The decision to reduce fees comes at a time when financial … Exposure to other derivatives, such as put options*, is not reflected here. The calculator generates an approximate rate of return using performance information as at the first business day of each month in your chosen time frame. Other funds 2 The 2060 maturity funds were added July 2, 2019. Within a group, the top 25% (or quarter) of the funds are in the first quartile, the next 25% are in the second quartile, the next group in the third quartile, and the bottom 25% of funds with the poorest relative performance are in the fourth quartile. The pie chart represents the target regional weights of the futures* contracts in the GEF. Sun Life Global Investments is a trade name of SLGI Asset Management Inc., Sun Life Assurance Company of Canada, and Sun Life Financial Trust Inc., all of which are members of the Sun Life group of companies. Sun Life - Milestone Global Equity Fund is an open-end fund incorporated in Canada. The Fund's investment objective is to seek long term capital appreciation and to pay, on the scheduled Maturity Date, an amount per unit equal to the greatest of the following three values: (i) $10.00 per unit (the net asset value per unit on the start date of the Fund), (ii) the highest month-end net asset value per unit during the period from the start date until the scheduled Maturity Date, or (iii) the net asset value per unit on the scheduled Maturity Date of the Fund (the "Guaranteed Value"). Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. Mutual Fund values change frequently and past performance may not be repeated. These target date funds offer the opportunity for growth potential, while at the same time offering downside protection if markets drop. For questions about your SLGI Asset Management Inc. mutual funds, contact Client Services. Past performance is no guarantee of future results. About the Sun Life Milestone Target Date series The Sun Life Milestone Segregated Funds are the first Target Date series for employer-sponsored group retirement and savings plans in Canada to feature a guaranteed unit value at maturity (GMV). We strongly recommend that investors consult with a financial advisor prior to making any investment decisions. The calculators are educational and/or illustrative tools and do not constitute advice with respect to investment, insurance, financial, legal, tax, accounting or similar matters. TORONTO, July 21, 2020 /CNW/ - SLGI Asset Management Inc. ("Sun Life Global Investments") announced today changes to select mutual funds, including reduced management fees and other business-related changes.. Sun Life Global Investments is reducing the management fees on a majority of its fund series by five basis points. The standard category average calculation is based on constituents of the category at the end of the period. As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. Exposure to other derivatives, such as put options*, is not reflected here. The team benefits from access to a global network of investment professionals and some of the best asset managers around the world. The GMV is equal to the highest month-end unit value during the lifetime of the respective fund. The calculators found on this website and/or within fund pages generated by this website and by users are provided for illustrative purposes only. The Fund's objective is to seek long-term capital appreciation. Exposure to other derivatives, such as put options*, is not reflected here. Morningstar Financial Research conducts Analysis on Markets, Mutual Fund, Stocks and ETFs through Investment Data and News. Any shortfall payment is subject to the financial health and creditworthiness of Sun Life. Sun Life Global Investments (Canada) Inc. Thursday announced that its in-house portfolio management team will take on increased responsibilities for five Sun Life Milestone funds. If 100 funds are being compared, there would be four quartiles of twenty-five funds each. Categories are assigned by Canadian Investment Funds Standards Committee (CIFSC) based on an evaluation of a fund's holdings. A futures contract is a contract to buy or sell a specified commodity at a particular price on a particular future date. By signing in, you agree to these terms and conditions. Performance charts for Sun Life Milestone 2020 Fund (SLUM2AL) including intraday, historical and comparison charts, technical analysis and trend lines. T5c��М7�`~�es:��>��0G�� ;�,�x�;x��%+��e3 �e�F[E� �F��ʨ�;�^��X��q+�IF�c�TQ4��@g�~"kl1�PP��.lv[4�E�)G��V�5�Q��v ��N�� For more details on the calculation of Morningstar star ratings or quartile rankings, please see www.morningstar.ca. '�� @U�-�R#�aK/��;~��S�Uo�(�v�8%��r�g�:��HC濲��GI��ŐJ��l�=?��[Z�Ԃ��p@$O�]��8�YY�m�8N`��-gk��h덙��z��]@��4�l� ցc�egm{��կM]�n��PBDT-��*Ҁ��b�y6��?J�w#v��+��M�$z�}�9œۉפ�,u,��"��b�_�Ka2��d&]�e�@�|��n�y��I9S|��P4��ޛ�,d?��R��`��_�*?�=��Ջ��K�� @L�eWG1�iA7B�@Q6%*f汘(f��6�Vt�i��r��mMVj�.��-Ғ/�.�P��e��1��+Q�~��S�q��Z��n��~�n7��CY�^\��di"�H�@M�DCf��Rd�͈��6��S��͜0@w��*��T��/�J��aZ��۽��sҔ_,��{�xfĔ%��FZ��Wv��Y� �5+��-UƩ�@{�!�x��{q��8�� K�`||f��8��Tk��H�4;��vaN�&~Oa��ql�Z�߄�Ł�.�N�Gq^o��3��4��a��¶��2+��6��B3i��g�Jme��Zdż�p7��D��OȎ�,%S��L�� Show how well a Fund has performed compared to all other funds in its peer is. 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